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Feb 18, 20201 min read
Financial planning tips to help reduce conflict at home
Do you and your spouse argue with one another over spending? You’re not alone: In fact, according to a survey conducted by Artemis...


Feb 12, 20201 min read
Coronavirus, Global Markets and Global GDP
On Friday, January 24, 2020 news of a second case of coronavirus in the U.S. pushed the stock market down 1% as investors scrambled for...


Feb 12, 20201 min read
Coronavirus, Global Markets and Global GDP
On Friday, January 24, 2020 news of a second case of coronavirus in the U.S. pushed the stock market down 1% as investors scrambled for...


Feb 3, 20201 min read
Brexit: Infographic
1,317 days since the nation went to the polling booths and voted to leave the European Union, 'Brexit Day' is finally here. A lot has...


Feb 3, 20201 min read
Brexit: Infographic
1,317 days since the nation went to the polling booths and voted to leave the European Union, 'Brexit Day' is finally here. A lot has...


Jan 29, 20201 min read
Kobe Bryant’s Death Reminds Us All To Prepare
The world lost one of its greatest and most accomplished basketball players on Sunday, January 26, 2020. Early in the morning, Los...


Jan 29, 20201 min read
Kobe Bryant’s Death Reminds Us All To Prepare
The world lost one of its greatest and most accomplished basketball players on Sunday, January 26, 2020. Early in the morning, Los...


Jan 29, 20201 min read
Ozzy, Parkinson’s & Elder Care Planning
Appearing on Good Morning America with his wife Sharon, she said that "there's so many different types of Parkinson's – it's not a death...


Jan 29, 20201 min read
Ozzy, Parkinson’s & Elder Care Planning
Appearing on Good Morning America with his wife Sharon, she said that "there's so many different types of Parkinson's – it's not a death...


Dec 23, 20191 min read
10 Ways the SECURE Act Can Impact Your Retirement Savings
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, which originally passed the House...


Dec 23, 20191 min read
10 Ways the SECURE Act Can Impact Your Retirement Savings
The Setting Every Community Up for Retirement Enhancement Act of 2019, better known as the SECURE Act, which originally passed the House...


Dec 23, 20191 min read
Barbie, Baby Boomers, Careers & Retirement
Barbie was born on March 9, 1959 and in her 60 years, she has accomplished quite a lot. Barbie has had over 200 inspirational careers,...


Dec 23, 20191 min read
Barbie, Baby Boomers, Careers & Retirement
Barbie was born on March 9, 1959 and in her 60 years, she has accomplished quite a lot. Barbie has had over 200 inspirational careers,...

Dec 11, 20194 min read
Don’t Miss These 6 Year-End Financial Planning Opportunities
Are your finances ready for the end of the year? While financial planning should occur year-round, it often becomes top of mind as the year

Dec 11, 20194 min read
Don’t Miss These 6 Year-End Financial Planning Opportunities
Are your finances ready for the end of the year? While financial planning should occur year-round, it often becomes top of mind as the year


Nov 27, 20191 min read
What We’ll Spend in Retirement
Our ability to avoid outliving our money is, in large part, due to our expenses in retirement. Turns out, a new study reveals, we’re...


Nov 27, 20191 min read
What We’ll Spend in Retirement
Our ability to avoid outliving our money is, in large part, due to our expenses in retirement. Turns out, a new study reveals, we’re...


Nov 22, 20191 min read
Revisiting Filing Form 1099 Rule Changes
When it comes to 1099s, many business owners find themselves in a guessing game, wondering what exactly the rules and requirements are....


Nov 22, 20191 min read
Revisiting Filing Form 1099 Rule Changes
When it comes to 1099s, many business owners find themselves in a guessing game, wondering what exactly the rules and requirements are....


Nov 8, 20191 min read
Should the Jobs Report Move the Stock Market?
On the first Friday of every month, the Department of Labor releases its Employment Situation Report – also known as the Jobs Report –...
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